WILLIAM ROBERT POSCH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2015-01-09 | present | Yes |
| CETERA WEALTH SERVICES, LLC | 2015-01-02 | 2021-12-31 | — |
| BPM ADVISORS, INC. | 2012-09-11 | 2014-05-30 | — |
| WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. | 2010-06-17 | 2012-08-06 | — |
| NOLLENBERGER CAPITAL PARTNERS INC. | 2008-07-25 | 2010-05-04 | — |
| STANCORP INVESTMENT ADVISERS, INC. | 2007-01-01 | 2008-07-07 | — |
| INVESMART ADVISORS INC | 2005-09-07 | 2007-01-01 | — |
| WELLS FARGO INVESTMENTS, LLC | 2003-04-23 | 2005-04-04 | — |